Purchases and Sales Made in Q4 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2023. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
5.1KNew |
$252K - $320K
|
5.1K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
5.07KNew |
$250K - $318K
|
5.07K
$359K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
5.06K+ 10.3% |
$250K - $318K
|
54.2K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.01KNew |
$247K - $315K
|
5.01K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5K+ 1.62% |
$247K - $314K
|
313K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.97KNew |
$245K - $312K
|
4.97K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.97K+ 77.81% |
$245K - $312K
|
11.4K
$805K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.96K+ 10.42% |
$245K - $311K
|
52.5K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.95K+ 10.95% |
$244K - $311K
|
50.1K
$3.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
4.94K+ 13.69% |
$244K - $310K
|
41.1K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.94KNew |
$244K - $310K
|
4.94K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.93KNew |
$243K - $309K
|
4.93K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.93K+ 23.28% |
$243K - $309K
|
26.1K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.92K+ 97.2% |
$243K - $309K
|
9.98K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$241K - $307K
|
4.89K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.86KNew |
$240K - $305K
|
4.86K
$345K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.86KNew |
$240K - $305K
|
4.86K
$345K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.83KNew |
$238K - $303K
|
4.83K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.83K+ 63.17% |
$238K - $303K
|
12.5K
$884K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.8KNew |
$237K - $301K
|
4.8K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
4.8KNew |
$237K - $301K
|
4.8K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.78KNew |
$236K - $300K
|
4.78K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4.78KNew |
$236K - $300K
|
4.78K
$339K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.78K+ 8.04% |
$236K - $300K
|
64.2K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.76KNew |
$235K - $299K
|
4.76K
$338K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.76KNew |
$235K - $299K
|
4.76K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
4.72K+ 2.01% |
$233K - $296K
|
239K
$16.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
4.7K+ 13.67% |
$232K - $295K
|
39K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.68KNew |
$231K - $294K
|
4.68K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.67K+ 28.08% |
$230K - $293K
|
21.3K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
4.62K+ 48.5% |
$228K - $290K
|
14.2K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
4.54K+ 14.83% |
$224K - $285K
|
35.1K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.54KNew |
$224K - $285K
|
4.54K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.52K+ 3.88% |
$223K - $284K
|
121K
$8.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.5KNew |
$222K - $282K
|
4.5K
$319K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.47KNew |
$221K - $281K
|
4.47K
$317K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.43KNew |
$218K - $278K
|
4.43K
$314K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.42KNew |
$218K - $277K
|
4.42K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
4.41K+ 54.25% |
$217K - $277K
|
12.5K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
4.37KNew |
$216K - $275K
|
4.37K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.37KNew |
$216K - $274K
|
4.37K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
4.37KNew |
$216K - $274K
|
4.37K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.37KNew |
$215K - $274K
|
4.37K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.33KNew |
$213K - $272K
|
4.33K
$307K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
4.32K+ 0.75% |
$213K - $271K
|
577K
$40.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.32KNew |
$213K - $271K
|
4.32K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.27K+ 1.62% |
$211K - $268K
|
268K
$19M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.27KNew |
$210K - $268K
|
4.27K
$302K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.26K+ 32.07% |
$210K - $267K
|
17.5K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.25K+ 21270.0% |
$210K - $267K
|
4.27K
$303K
|